State Licensed Financial Planning Director

A company is looking for a Director of Financial Planning. Key ResponsibilitiesDevelop and maintain unified financial planning processes for UHNW clients Oversee the training and development of the Financial Planning Group Create and disseminate best practices and training programs for financial planning deliveryRequired QualificationsBachelor's degree required 10+ years of experience in the financial services industry CFP (Certified Financial Planning) designation required; additional credentials preferred Proven success with ultra-high net worth clients and complex financial planning Strong understanding of the financial planning profession and industry trends